RuleOne

Rule #1 screen of every NYSE & Nasdaq stock

Run 2026-10-04, prices as of 2026-10-02. Wonderful businesses (Phil Town's Big Five) valued with Sticker Price, a 50% margin of safety, Payback Time and Ten Cap, plus the events that create bargains. Automated Stickers use history-based growth with no analyst haircut, so treat them as upper bounds. The research pages apply judgement.

Weekly scoutRule #1 weekly scout, 4 Oct 20262026-10-04Deep diveRule #1 / Buffett-Munger deep dive: Progressive (PGR), Kinsale Capital (KNSL), Adobe (ADBE)2026-10-03
Browse all 5,774 NYSE & Nasdaq stocks →Every listing with 1w–1y price moves, % off 52-week high, P/E, Sticker and buy price, and Big Five. Filter, sort and download as CSV.
5,774
Listed (NYSE + Nasdaq)
4,602
With SEC XBRL history
270
Passed Big Five screen
262
Fully valued
13
In buy range
68
Buy on Payback / Ten Cap
38
On deck

Buy range 13

CSV

Price at or below the margin-of-safety price (50% of Sticker). This is Rule #1's strict buy signal.

TickerTierPriceBuy (MOS)StickerP/StkPaybackTen CapgDiv yieldROIC 5yBig 5Mkt capEvents / flags
OPFI
OppFi Inc.
Financials
A$5.97$14.54$29.080.21$66.64$44.7014%–275%9/10$514M-49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap
QFIN
Qfin Holdings, Inc.
Financials
A$6.46$7.86$15.720.41$179.80$118.8514%19.2%24%9/11$879M-79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap
KNSL
KINSALE CAPITAL GROUP, INC.
Financials
A$329.72$369.60$739.200.45$689.24$436.6215%0.3%22%12/13$7.6B-32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful
BRBR
BellRing Brands, Inc.
Consumer Staples
B$7.43$21.30$42.600.17$30.10$19.0715%–40%8/11$877M-79% off 52w high; insider buying (1 Form 4s, $0.02M); next report ~2026-11-03micro-cap
LULU
lululemon athletica inc.
Consumer Discretionary
B$94.46$182.25$364.500.26$187.21$118.5915%–34%11/15$10.8B-58% off 52w high; 13D: SCHEDULE 13D/A 2026-09-03, SCHEDULE 13D/A 2026-08-03; 8-K: 2026-09-14: 5.02 Director/officer change; next report ~2026-12-03
BYD
BOYD GAMING CORP
Consumer Discretionary
B$67.25$139.56$279.110.24$7.30$4.6315%1.2%15%11/15$5.1B-26% off 52w high; 8-K: 2026-08-13: 8.01 Other event; next report ~2026-10-29PE<5: check one-off gains
ARCO
Arcos Dorados Holdings Inc.
Consumer Discretionary
B$7.11$9.64$19.280.37$1.12$0.7115%3.8%15%11/15$1.5B-27% off 52w high; next report ~2026-10-08EPS from yahoo TTM to 2026-06-30
ADBE
ADOBE INC.
Information Technology
B$237.69$268.65$537.300.44$415.00$262.8915%–30%11/15$95.8B-35% off 52w high; 8-K: 2026-09-10: 2.02 Earnings release; next report ~2026-12-22
NRDS
NerdWallet, Inc.
Information Technology
C$8.63$12.70$25.390.34$38.16$24.1715%–-0%9/11$583M-47% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-05micro-cap
ZTO
ZTO Express (Cayman) Inc.
Industrials
B$19.50$20.82$41.640.47$19.38$12.2715%2.0%12%11/15$16.0B-26% off 52w high; 13D: SCHEDULE 13D/A 2026-09-22; next report ~2026-12-25reports in CNY, converted at 6.704 CNY/USD EPS from yahoo TTM to 2026-06-30
TTD
The Trade Desk, Inc.
Information Technology
C$11.95$12.60$25.200.47$28.78$18.2315%–9%11/14$5.7B-79% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05
PTC
PTC Inc.
Information Technology
C$144.03$154.65$309.300.47$125.31$79.3815%–11%13/15$17.0B-30% off 52w high; next report ~2026-10-30
PDD
PDD Holdings Inc.
Industrials
C$75.38$101.50$203.010.37$169.80$107.5615%–21%6/11$111.7B-46% off 52w high; next report ~2026-10-07reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 4 shares EPS from yahoo TTM to 2026-06-30

Buy on Payback Time / Ten Cap 68

CSV

Below Town's Payback Time or Ten Cap price but not yet below MOS. Treat with care for insurers and brokers, whose cash flow includes float.

TickerTierPriceBuy (MOS)StickerP/StkPaybackTen CapgDiv yieldROIC 5yBig 5Mkt capEvents / flags
FUTU
Futu Holdings Ltd
Financials
A$102.17$97.07$194.130.53$579.77$367.2715%2.5%19%11/11$14.4B-50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30
INTU
INTUIT INC.
Information Technology
A$281.08$246.90$493.800.57$493.69$312.7415%1.7%13%14/15$77.9B-59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18
ELA
ENVELA CORPORATION
Consumer Discretionary
A$12.16$9.03$18.060.67$14.61$9.2615%–17%12/15$316M-59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap
PLMR
Palomar Holdings, Inc.
Financials
A$126.49$91.85$183.690.69$240.64$152.4415%0.4%16%11/11$3.4Binsider buying (1 Form 4s, $0.00M); 8-K: 2026-08-11: 7.01 Reg FD disclosure; next report ~2026-11-04financial (bank/insurer/broker): OCF-based tests less meaningful
PGR
PROGRESSIVE CORP/OH/
Financials
A$210.31$180.92$361.850.58$429.99$272.3915%6.6%23%15/15$123.2B8-K: 2026-09-18: 7.01 Reg FD disclosure; next report ~2026-11-02financial (bank/insurer/broker): OCF-based tests less meaningful
DECK
DECKERS OUTDOOR CORP
Consumer Discretionary
A$79.12$58.98$117.960.67$123.15$80.6714%–34%13/15$11.0B-35% off 52w high; 8-K: 2026-08-31: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-29
ACGL
ARCH CAPITAL GROUP LTD.
Financials
A$93.60$66.69$133.370.70$269.86$170.9515%–18%13/15$33.2Bnext report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningful
NTES
NETEASE, INC.
Information Technology
A$117.21$73.77$147.540.79$181.73$115.1215%2.5%17%13/15$75.4B-25% off 52w high; next report ~2026-12-23reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 5 shares EPS from yahoo TTM to 2026-06-30
EVR
EVERCORE INC.
Financials
A$261.68$144.16$288.320.91$567.01$391.8713%1.3%31%14/15$10.9B-33% off 52w high; next report ~2026-11-04
IPAR
INTERPARFUMS, INC.
Consumer Staples
A$113.95$78.45$156.900.73$121.19$76.7715%2.8%21%12/15$3.6B8-K: 2026-09-22: 8.01 Other event; next report ~2026-11-03
NMIH
NMI Holdings, Inc.
Financials
A$38.83$24.50$49.010.79$90.52$57.3415%–15%12/15$3.0Bnext report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful
CARG
CarGurus, Inc.
Information Technology
B$30.02$27.30$54.600.55$53.46$33.8715%–24%11/15$2.8B-27% off 52w high; 8-K: 2026-09-03: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-05
BKNG
Booking Holdings Inc.
Industrials
B$159.02$138.28$276.560.57$192.56$121.9815%1.0%41%11/15$124.4B-29% off 52w high; next report ~2026-11-03
KTB
KONTOOR BRANDS, INC.
Consumer Discretionary
A$64.71$35.66$71.330.91$119.62$75.7815%3.3%23%9/11$3.6B-27% off 52w high; 8-K: 2026-09-24: 5.02 Director/officer change; next report ~2026-11-11
TBBK
THE BANCORP, INC.
Financials
B$48.81$34.96$69.930.70$87.31$55.3115%–23%10/14$2.1B-40% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30
CRUS
CIRRUS LOGIC, INC.
Information Technology
A$121.17$59.83$119.651.01$149.50$109.2812%–16%12/15$6.3B-33% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-04
HCI
HCI Group, Inc.
Financials
C$184.25$159.10$318.200.58$505.81$320.4215%0.9%11%14/15$2.4B8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-06financial (bank/insurer/broker): OCF-based tests less meaningful
CINF
CINCINNATI FINANCIAL CORPORATION
Financials
A$161.95$72.95$145.891.11$275.42$217.5310%2.3%12%12/15$25.3Binsider buying (1 Form 4s, $0.17M); 8-K: 2026-09-28: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-26financial (bank/insurer/broker): OCF-based tests less meaningful
CF
CF INDUSTRIES HOLDINGS, INC.
Materials
B$115.01$79.56$159.110.72$165.94$123.8711%1.8%27%11/15$17.7B8-K: 2026-09-03: 5.02 Director/officer change; next report ~2026-11-05
COLB
COLUMBIA BANKING SYSTEM, INC.
Financials
C$28.92$22.49$44.990.64$64.24$44.2713%5.1%11%10/13$8.4Binsider buying (1 Form 4s, $0.02M); 8-K: 2026-09-30: 7.01 Reg FD disclosure; next report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30
YALA
YALLA GROUP LIMITED
Information Technology
B$5.32$3.23$6.460.82$11.88$7.5315%–18%8/11$958M-32% off 52w high; next report ~2026-12-30EPS from yahoo TTM to 2026-06-30micro-cap
LMB
LIMBACH HOLDINGS, INC.
Industrials
C$49.10$27.97$55.940.88$66.31$42.0115%–13%10/15$592M-57% off 52w high; insider buying (3 Form 4s, $0.52M); neg 8-K: 2026-09-09: Agreement terminated; next report ~2026-11-03micro-cap
DHI
D.R. Horton, Inc.
Industrials
A$135.00$58.14$116.271.16$175.28$111.0315%1.3%23%12/15$38.9B-23% off 52w high; 8-K: 2026-09-15: 8.01 Other event; next report ~2026-10-22
ABG
ASBURY AUTOMOTIVE GROUP, INC.
Consumer Discretionary
C$175.88$114.08$228.150.77$544.89$357.8114%–12%12/15$3.3B-32% off 52w high; 13D: SCHEDULE 13D/A 2026-07-13; 8-K: 2026-08-31: 7.01 Reg FD disclosure; next report ~2026-10-30
GCT
GIGACLOUD TECHNOLOGY INC
Consumer Discretionary
A$53.75$20.38$40.761.32$67.88$43.0015%–26%11/11$2.0B8-K: 2026-08-10: 8.01 Other event; next report ~2026-11-05
HRMY
HARMONY BIOSCIENCES HOLDINGS, INC.
Health Care
B$39.64$23.86$47.730.83$95.29$60.3715%–19%8/11$2.3Bnext report ~2026-11-03
MELI
MercadoLibre, Inc.
Industrials
A$1,696.56$551.40$1,102.801.54$3,863.85$2,447.6615%–14%12/14$86.0B-30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05
ATLC
Atlanticus Holdings Corp
Financials
A$91.89$31.94$63.881.44$774.86$490.8515%–34%13/14$1.8B13D: SCHEDULE 13D/A 2026-07-06; 8-K: 2026-09-17: 8.01 Other event; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful
HTHT
H World Group Ltd
Consumer Discretionary
B$41.78$21.03$42.060.99$53.52$33.9015%5.2%17%11/15$13.6B-26% off 52w high; next report ~2027-01-01reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 10 shares EPS from yahoo TTM to 2026-06-30
NRIM
Northrim BanCorp, Inc.
Financials
B$24.76$10.94$21.881.13$102.83$82.4810%2.6%13%10/13$559Minsider buying (1 Form 4s, $0.03M); next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap
LRN
Stride, Inc.
Consumer Discretionary
C$78.89$44.04$88.080.90$119.29$91.5311%–12%11/15$3.7B-49% off 52w high; next report ~2026-10-14
PARR
Par Pacific Holdings, Inc.
Energy
C$84.00$71.92$143.840.58$131.41$83.2415%–18%9/15$4.2B8-K: 2026-09-28: 5.02 Director/officer change; 8.01 Other event; next report ~2026-11-04PE<5: check one-off gains
MCRI
MONARCH CASINO & RESORT, INC.
Consumer Discretionary
B$117.55$58.65$117.291.00$134.21$85.0215%1.0%16%10/14$2.1Bnext report ~2026-10-27
IBKR
INTERACTIVE BROKERS GROUP, INC.
Financials
A$88.30$27.75$55.501.59$536.75$354.2714%0.4%16%14/15$39.7Binsider buying (3 Form 4s, $0.01M); next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful
RLI
RLI Corp
Financials
C$55.94$36.99$73.980.76$75.24$56.0411%8.4%25%10/15$5.2B8-K: 2026-08-13: 8.01 Other event; next report ~2026-10-23financial (bank/insurer/broker): OCF-based tests less meaningful
EXEL
Exelixis Inc
Health Care
C$58.39$39.97$79.940.73$70.24$44.5015%–15%9/15$15.4B13D: SCHEDULE 13D/A 2026-08-14; 8-K: 2026-09-11: 8.01 Other event; next report ~2026-11-04
CNM
Core & Main, Inc.
Industrials
C$41.35$24.41$48.830.85$47.05$32.2813%–16%6/11$8.0B-31% off 52w high; insider buying (1 Form 4s, $0.10M); 8-K: 2026-09-09: 2.02 Earnings release; next report ~2026-12-09
EPAM
EPAM SYSTEMS, INC.
Information Technology
B$108.29$42.90$85.801.26$111.52$90.6910%–14%11/15$5.8B-51% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05
TOL
Toll Brothers, Inc.
Industrials
B$136.61$63.08$126.171.08$180.08$114.0815%0.8%19%10/14$13.1B8-K: 2026-08-18: 2.02 Earnings release; next report ~2026-11-27
ESEA
EUROSEAS LTD.
Industrials
A$72.42$23.69$47.381.53$313.43$198.5515%4.2%24%12/15$503Minsider buying (2 Form 4s, $0.09M); next report ~2026-10-07PE<5: check one-off gainsEPS from yahoo TTM to 2026-06-30micro-cap

Showing 40 of 68. Full list in the CSV download.

On deck 38

CSV

Below Sticker but above the buy price. Set alerts at the MOS price.

TickerTierPriceBuy (MOS)StickerP/StkPaybackTen CapgDiv yieldROIC 5yBig 5Mkt capEvents / flags
GOOGL
Alphabet Inc.
Information Technology
A$343.50$273.59$547.170.63$68.52$43.4015%0.3%25%12/12$4.22T8-K: 2026-08-10: 8.01 Other event; next report ~2026-10-22
APP
AppLovin Corporation
Information Technology
A$268.22$195.15$390.300.69$211.31$133.8615%–25%9/11$90.6B-64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04
BOOT
Boot Barn Holdings, Inc.
Consumer Discretionary
A$121.88$76.35$152.700.80$60.21$38.1415%–21%15/15$3.7B-42% off 52w high; 8-K: 2026-09-14: 7.01 Reg FD disclosure; next report ~2026-10-28
NFLX
NETFLIX INC
Communication Services
A$67.06$47.70$95.400.70$41.13$26.0615%–20%13/15$287.0B-46% off 52w high; next report ~2026-10-16
FIVE
Five Below, Inc.
Consumer Discretionary
A$221.19$167.25$334.500.66$170.32$107.8915%–20%14/15$12.3B8-K: 2026-09-23: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-03
XPEL
XPEL, INC.
Industrials
A$44.97$29.70$59.400.76––15%–28%11/11$1.2B8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-06
RMD
ResMed Inc.
Health Care
A$218.89$156.45$312.900.70$178.29$112.9415%1.1%20%12/15$32.0B-23% off 52w high; neg 8-K: 2026-08-17: Auditor change; next report ~2026-10-22
SMCI
Super Micro Computer, Inc.
Information Technology
A$43.69$32.40$64.810.67––15%–21%12/15$30.5B-26% off 52w high; 8-K: 2026-08-11: 2.02 Earnings release; next report ~2026-11-09
LMAT
LEMAITRE VASCULAR, INC.
Health Care
A$78.96$42.90$85.800.92$47.56$30.1315%1.2%11%15/15$1.9B-33% off 52w high; next report ~2026-11-04
PAYC
Paycom Software, Inc.
Information Technology
A$220.99$141.75$283.500.78$187.22$118.6015%0.7%25%13/15$10.7B13D: SCHEDULE 13D/A 2026-09-03; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05
AX
Axos Financial, Inc.
Financials
A$88.93$49.69$99.390.89$81.12$51.3915%–14%13/14$5.0B8-K: 2026-09-21: 2.01 Acquisition/disposition; next report ~2026-10-29financial (bank/insurer/broker): OCF-based tests less meaningful
IBP
Installed Building Products, Inc.
Industrials
B$193.00$132.80$265.600.73$171.58$108.6915%1.7%17%11/15$5.2B-45% off 52w high; insider buying (1 Form 4s, $0.20M); 8-K: 2026-10-01: 7.01 Reg FD disclosure; next report ~2026-11-05
MSFT
MICROSOFT CORPORATION
Information Technology
A$517.53$269.25$538.500.96$141.88$89.8815%0.7%29%15/15$3.86T8-K: 2026-09-02: 7.01 Reg FD disclosure; next report ~2026-10-07
ULTA
ULTA BEAUTY, INC.
Consumer Discretionary
A$543.69$300.35$600.700.91$391.53$264.1614%–56%13/15$23.7B-24% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26
NVDA
NVIDIA CORP
Information Technology
A$233.95$118.65$237.300.99$82.38$52.1815%0.2%49%15/15$5.69T8-K: 2026-09-03: 8.01 Other event; next report ~2026-11-25
BLBD
Blue Bird Corp
Consumer Discretionary
B$56.53$35.52$71.040.80$52.40$45.768%–16%11/15$1.9B-32% off 52w high; insider buying (1 Form 4s, $0.02M); 13D: SCHEDULE 13D 2026-04-08; 8-K: 2026-10-01: 8.01 Other event; next report ~2026-11-04
TGLS
TECNOGLASS HOLDINGS INC.
Materials
B$34.74$20.45$40.910.85––15%1.3%23%12/15$1.5B-49% off 52w high; 13D: SCHEDULE 13D/A 2026-05-13; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-05
SSD
Simpson Manufacturing Co., Inc.
Industrials
A$173.56$90.45$180.900.96$169.84$113.6214%0.7%18%13/15$7.2Bnext report ~2026-11-05
AON
Aon plc
Financials
C$269.45$235.95$471.900.57$230.08$151.3514%0.6%22%9/15$57.8B-30% off 52w high; insider buying (1 Form 4s, $6.55M); neg 8-K: 2026-09-22: Agreement terminated; next report ~2026-10-28financial (bank/insurer/broker): OCF-based tests less meaningful
META
Meta Platforms, Inc.
Information Technology
A$728.08$365.87$731.730.99$252.18$159.7515%0.3%24%14/15$1.87Tnext report ~2026-10-29
PCTY
PAYLOCITY HOLDING CORPORATION
Information Technology
A$144.47$73.80$147.600.98$143.27$90.7615%–17%13/15$7.9B8-K: 2026-09-17: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-14
WING
WINGSTOP INC.
Consumer Discretionary
B$106.89$63.45$126.900.84$73.96$46.8515%1.1%28%11/15$2.9B-65% off 52w high; 8-K: 2026-08-25: 5.02 Director/officer change; next report ~2026-10-28
EXLS
EXLSERVICE HOLDINGS, INC.
Industrials
B$35.75$23.55$47.100.76$29.84$18.9015%–18%11/14$5.6Bneg 8-K: 2026-08-18: Agreement terminated; next report ~2026-10-27
URBN
Urban Outfitters, Inc.
Consumer Discretionary
A$80.80$40.69$81.380.99$51.22$33.6514%–14%13/15$7.1B8-K: 2026-08-27: 8.01 Other event; next report ~2026-12-09
INCY
INCYTE CORPORATION
Health Care
C$115.30$102.34$204.690.56$109.82$69.5715%–11%12/15$23.8B13D: SCHEDULE 13D/A 2026-05-11; 8-K: 2026-08-31: 8.01 Other event; next report ~2026-10-27
BURL
BURLINGTON STORES, INC.
Consumer Discretionary
B$275.34$166.95$333.900.82$101.72$64.4415%–13%12/15$17.6B-27% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26
WAL
WESTERN ALLIANCE BANCORPORATION
Financials
B$76.38$45.02$90.030.85––14%2.2%12%10/13$8.3B-21% off 52w high; next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful
SFM
Sprouts Farmers Market, Inc.
Consumer Staples
B$64.47$33.43$66.870.96$51.97$37.5612%–26%11/15$6.1B-44% off 52w high; 8-K: 2026-09-01: 5.02 Director/officer change; next report ~2026-10-28
BX
Blackstone Inc.
Financials
C$111.75$67.05$134.100.83$109.19$69.1715%4.7%16%9/14$88.6B-34% off 52w high; insider buying (3 Form 4s, $12.21M); 8-K: 2026-09-22: 7.01 Reg FD disclosure; next report ~2026-11-06
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
Materials
B$127.27$70.47$140.930.90$112.75$71.4315%0.6%19%11/15$9.8B-29% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 7.01 Reg FD disclosure; 8.01 Other event; next report ~2026-11-05
IA
INNOVATIVE SOLUTIONS AND SUPPORT, INC.
Information Technology
C$18.99$12.35$24.710.77$12.39$7.8515%–14%12/15$346M-39% off 52w high; 8-K: 2026-08-13: 2.02 Earnings release; next report ~2026-11-12micro-cap
CPRT
COPART, INC.
Consumer Discretionary
C$27.22$20.85$41.700.65$20.25$13.2414%–18%10/15$26.0B-41% off 52w high; 8-K: 2026-09-10: 1.01 Material agreement; 7.01 Reg FD disclosure; next report ~2026-12-08
LNG
Cheniere Energy, Inc.
Utilities
C$269.95$205.53$411.060.66$210.10$133.0915%0.8%21%9/15$56.6B8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05
TPB
Turning Point Brands, Inc.
Consumer Staples
C$55.64$30.50$60.990.91$15.56$9.8815%0.6%12%9/15$1.1B-62% off 52w high; 8-K: 2026-09-21: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-03
ALLE
Allegion plc
Industrials
C$154.21$86.93$173.860.89$122.76$77.7615%1.1%20%10/15$13.3Binsider buying (1 Form 4s, $0.03M); 8-K: 2026-09-08: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-10-22
TXRH
Texas Roadhouse, Inc.
Consumer Discretionary
C$156.14$87.00$174.010.90$97.17$61.5615%1.9%27%10/15$10.3B-28% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-06
TTEK
TETRA TECH INC
Industrials
C$33.12$17.20$34.390.96$29.76$20.9313%0.8%14%9/14$8.7B-23% off 52w high; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-10-30
DORM
Dorman Products, Inc.
Consumer Discretionary
C$123.06$64.94$129.880.95$99.55$70.9112%–11%9/15$3.7B-25% off 52w high; next report ~2026-11-03

Event watch 44

CSV

Tier A/B businesses with a current event: a ≥20% drawdown, insider buying, an activist 13D or a negative 8-K.

TickerStatusTierPriceBuy (MOS)StickerP/StkPaybackTen CapgDiv yieldROIC 5yBig 5Mkt capEvents / flags
ORCL
Oracle Corporation
Information Technology
ABOVE STICKERB$142.30$27.22$54.432.61––8%1.4%302%11/15$426.9B-56% off 52w high; insider buying (1 Form 4s, $3.48M); 8-K: 2026-09-14: 8.01 Other event; next report ~2026-12-11
GSHD
GOOSEHEAD INSURANCE, INC.
Financials
ABOVE STICKERB$45.51$15.60$31.201.46$34.77$22.0315%–26%8/11$1.6B-43% off 52w high; insider buying (3 Form 4s, $9.44M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful
OPFI
OppFi Inc.
Financials
BUYA$5.97$14.54$29.080.21$66.64$44.7014%–275%9/10$514M-49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap
QFIN
Qfin Holdings, Inc.
Financials
BUYA$6.46$7.86$15.720.41$179.80$118.8514%19.2%24%9/11$879M-79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap
BRBR
BellRing Brands, Inc.
Consumer Staples
BUYB$7.43$21.30$42.600.17$30.10$19.0715%–40%8/11$877M-79% off 52w high; insider buying (1 Form 4s, $0.02M); next report ~2026-11-03micro-cap
ELA
ENVELA CORPORATION
Consumer Discretionary
BUY*A$12.16$9.03$18.060.67$14.61$9.2615%–17%12/15$316M-59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap
TPL
TEXAS PACIFIC LAND CORPORATION
Financials
ABOVE STICKERA$340.19$117.60$235.201.45$134.02$84.9015%0.7%41%10/11$23.5B-38% off 52w high; insider buying (12 Form 4s, $0.01M); 13D: SCHEDULE 13D/A 2026-05-07, SCHEDULE 13D/A 2026-04-13; 8-K: 2026-09-25: 5.02 Director/officer change; 5.08; next report ~2026-11-04
VITL
Vital Farms, Inc.
Consumer Staples
NO STICKERA$9.06–––––15%–10%10/11$390M-80% off 52w high; neg 8-K: 2026-08-06: Agreement terminated; next report ~2026-11-05micro-cap
LULU
lululemon athletica inc.
Consumer Discretionary
BUYB$94.46$182.25$364.500.26$187.21$118.5915%–34%11/15$10.8B-58% off 52w high; 13D: SCHEDULE 13D/A 2026-09-03, SCHEDULE 13D/A 2026-08-03; 8-K: 2026-09-14: 5.02 Director/officer change; next report ~2026-12-03
IBP
Installed Building Products, Inc.
Industrials
ON DECKB$193.00$132.80$265.600.73$171.58$108.6915%1.7%17%11/15$5.2B-45% off 52w high; insider buying (1 Form 4s, $0.20M); 8-K: 2026-10-01: 7.01 Reg FD disclosure; next report ~2026-11-05
BLBD
Blue Bird Corp
Consumer Discretionary
ON DECKB$56.53$35.52$71.040.80$52.40$45.768%–16%11/15$1.9B-32% off 52w high; insider buying (1 Form 4s, $0.02M); 13D: SCHEDULE 13D 2026-04-08; 8-K: 2026-10-01: 8.01 Other event; next report ~2026-11-04
MELI
MercadoLibre, Inc.
Industrials
BUY*A$1,696.56$551.40$1,102.801.54$3,863.85$2,447.6615%–14%12/14$86.0B-30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05
BMI
BADGER METER, INC.
Information Technology
ABOVE STICKERA$127.77$46.04$92.081.39$73.83$51.3813%1.3%17%12/14$3.7B-37% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22
TGLS
TECNOGLASS HOLDINGS INC.
Materials
ON DECKB$34.74$20.45$40.910.85––15%1.3%23%12/15$1.5B-49% off 52w high; 13D: SCHEDULE 13D/A 2026-05-13; 8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-05
APP
AppLovin Corporation
Information Technology
ON DECKA$268.22$195.15$390.300.69$211.31$133.8615%–25%9/11$90.6B-64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04
DOCS
Doximity, Inc.
Information Technology
ABOVE STICKERA$27.93$12.60$25.201.11$25.29$16.0215%–15%9/11$5.3B-62% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05
WING
WINGSTOP INC.
Consumer Discretionary
ON DECKB$106.89$63.45$126.900.84$73.96$46.8515%1.1%28%11/15$2.9B-65% off 52w high; 8-K: 2026-08-25: 5.02 Director/officer change; next report ~2026-10-28
INTU
INTUIT INC.
Information Technology
BUY*A$281.08$246.90$493.800.57$493.69$312.7415%1.7%13%14/15$77.9B-59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18
KNSL
KINSALE CAPITAL GROUP, INC.
Financials
BUYA$329.72$369.60$739.200.45$689.24$436.6215%0.3%22%12/13$7.6B-32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful
USLM
UNITED STATES LIME & MINERALS INC
Materials
ABOVE STICKERA$111.01$46.10$92.191.20$50.37$31.9115%0.2%17%15/15$3.2B-22% off 52w high; insider buying (1 Form 4s, $2.20M); next report ~2026-10-29
HWKN
HAWKINS, INC.
Industrials
ABOVE STICKERA$131.41$27.83$55.672.36$63.21$43.9713%0.6%14%14/15$2.7B-29% off 52w high; insider buying (2 Form 4s, $0.26M); 8-K: 2026-08-14: 5.02 Director/officer change; next report ~2026-10-28
TBBK
THE BANCORP, INC.
Financials
BUY*B$48.81$34.96$69.930.70$87.31$55.3115%–23%10/14$2.1B-40% off 52w high; neg 8-K: 2026-09-04: Restructuring/exit costs; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningfulEPS from yahoo TTM to 2026-06-30
AGX
ARGAN INC
Industrials
BUY*B$383.83$105.57$211.141.82$607.46$384.8115%0.5%15%11/14$5.4B-52% off 52w high; 8-K: 2026-09-09: 8.01 Other event; next report ~2026-12-02
EPAM
EPAM SYSTEMS, INC.
Information Technology
BUY*B$108.29$42.90$85.801.26$111.52$90.6910%–14%11/15$5.8B-51% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05
FUTU
Futu Holdings Ltd
Financials
BUY*A$102.17$97.07$194.130.53$579.77$367.2715%2.5%19%11/11$14.4B-50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30
NXT
Nextpower Inc.
Information Technology
ABOVE STICKERA$84.30$24.57$49.141.72$55.83$35.3715%–33%8/9$13.1B-48% off 52w high; next report ~2026-11-02
STRL
STERLING INFRASTRUCTURE, INC.
Industrials
ABOVE STICKERA$533.42$98.80$197.602.70$244.58$154.9315%–17%13/15$16.6B-47% off 52w high; next report ~2026-11-03
NFLX
NETFLIX INC
Communication Services
ON DECKA$67.06$47.70$95.400.70$41.13$26.0615%–20%13/15$287.0B-46% off 52w high; next report ~2026-10-16
NRIM
Northrim BanCorp, Inc.
Financials
BUY*B$24.76$10.94$21.881.13$102.83$82.4810%2.6%13%10/13$559Minsider buying (1 Form 4s, $0.03M); next report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap
CLBT
Cellebrite DI Ltd.
Information Technology
ABOVE STICKERA$11.07$1.57$3.143.53$10.13$6.4215%–26%9/11$2.8B-45% off 52w high; next report ~2026-11-10EPS from yahoo TTM to 2026-06-30

Showing 30 of 44. Full list in the CSV download.

Wonderful companies (tier A) 88

CSV

Every tier A business with its current valuation, whatever the price.

TickerStatusTierPriceBuy (MOS)StickerP/StkPaybackTen CapgDiv yieldROIC 5yBig 5Mkt capEvents / flags
OPFI
OppFi Inc.
Financials
BUYA$5.97$14.54$29.080.21$66.64$44.7014%–275%9/10$514M-49% off 52w high; insider buying (11 Form 4s, $0.29M); 13D: SCHEDULE 13D/A 2026-04-30; 8-K: 2026-09-21: 2.03 New debt obligation; 8.01 Other event; next report ~2026-11-09financial (bank/insurer/broker): OCF-based tests less meaningfulmicro-cap
QFIN
Qfin Holdings, Inc.
Financials
BUYA$6.46$7.86$15.720.41$179.80$118.8514%19.2%24%9/11$879M-79% off 52w high; insider buying (1 Form 4s, $0.06M); next report ~2026-10-05PE<5: check one-off gainsfinancial (bank/insurer/broker): OCF-based tests less meaningfulreports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 2 shares EPS from yahoo TTM to 2026-06-30micro-cap
KNSL
KINSALE CAPITAL GROUP, INC.
Financials
BUYA$329.72$369.60$739.200.45$689.24$436.6215%0.3%22%12/13$7.6B-32% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22financial (bank/insurer/broker): OCF-based tests less meaningful
FUTU
Futu Holdings Ltd
Financials
BUY*A$102.17$97.07$194.130.53$579.77$367.2715%2.5%19%11/11$14.4B-50% off 52w high; next report ~2026-12-23financial (bank/insurer/broker): OCF-based tests less meaningfulreports in HKD, converted at 7.846 HKD/USD ADR: 1 ADS = 8 shares EPS from yahoo TTM to 2026-06-30
INTU
INTUIT INC.
Information Technology
BUY*A$281.08$246.90$493.800.57$493.69$312.7415%1.7%13%14/15$77.9B-59% off 52w high; 8-K: 2026-08-25: 2.02 Earnings release; 8.01 Other event; next report ~2026-11-18
ELA
ENVELA CORPORATION
Consumer Discretionary
BUY*A$12.16$9.03$18.060.67$14.61$9.2615%–17%12/15$316M-59% off 52w high; insider buying (1 Form 4s, $0.00M); next report ~2026-11-04micro-cap
PLMR
Palomar Holdings, Inc.
Financials
BUY*A$126.49$91.85$183.690.69$240.64$152.4415%0.4%16%11/11$3.4Binsider buying (1 Form 4s, $0.00M); 8-K: 2026-08-11: 7.01 Reg FD disclosure; next report ~2026-11-04financial (bank/insurer/broker): OCF-based tests less meaningful
PGR
PROGRESSIVE CORP/OH/
Financials
BUY*A$210.31$180.92$361.850.58$429.99$272.3915%6.6%23%15/15$123.2B8-K: 2026-09-18: 7.01 Reg FD disclosure; next report ~2026-11-02financial (bank/insurer/broker): OCF-based tests less meaningful
GOOGL
Alphabet Inc.
Information Technology
ON DECKA$343.50$273.59$547.170.63$68.52$43.4015%0.3%25%12/12$4.22T8-K: 2026-08-10: 8.01 Other event; next report ~2026-10-22
APP
AppLovin Corporation
Information Technology
ON DECKA$268.22$195.15$390.300.69$211.31$133.8615%–25%9/11$90.6B-64% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04
BOOT
Boot Barn Holdings, Inc.
Consumer Discretionary
ON DECKA$121.88$76.35$152.700.80$60.21$38.1415%–21%15/15$3.7B-42% off 52w high; 8-K: 2026-09-14: 7.01 Reg FD disclosure; next report ~2026-10-28
NFLX
NETFLIX INC
Communication Services
ON DECKA$67.06$47.70$95.400.70$41.13$26.0615%–20%13/15$287.0B-46% off 52w high; next report ~2026-10-16
DECK
DECKERS OUTDOOR CORP
Consumer Discretionary
BUY*A$79.12$58.98$117.960.67$123.15$80.6714%–34%13/15$11.0B-35% off 52w high; 8-K: 2026-08-31: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-29
FIVE
Five Below, Inc.
Consumer Discretionary
ON DECKA$221.19$167.25$334.500.66$170.32$107.8915%–20%14/15$12.3B8-K: 2026-09-23: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-03
XPEL
XPEL, INC.
Industrials
ON DECKA$44.97$29.70$59.400.76––15%–28%11/11$1.2B8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-06
RMD
ResMed Inc.
Health Care
ON DECKA$218.89$156.45$312.900.70$178.29$112.9415%1.1%20%12/15$32.0B-23% off 52w high; neg 8-K: 2026-08-17: Auditor change; next report ~2026-10-22
SMCI
Super Micro Computer, Inc.
Information Technology
ON DECKA$43.69$32.40$64.810.67––15%–21%12/15$30.5B-26% off 52w high; 8-K: 2026-08-11: 2.02 Earnings release; next report ~2026-11-09
LMAT
LEMAITRE VASCULAR, INC.
Health Care
ON DECKA$78.96$42.90$85.800.92$47.56$30.1315%1.2%11%15/15$1.9B-33% off 52w high; next report ~2026-11-04
ACGL
ARCH CAPITAL GROUP LTD.
Financials
BUY*A$93.60$66.69$133.370.70$269.86$170.9515%–18%13/15$33.2Bnext report ~2026-11-03financial (bank/insurer/broker): OCF-based tests less meaningful
PAYC
Paycom Software, Inc.
Information Technology
ON DECKA$220.99$141.75$283.500.78$187.22$118.6015%0.7%25%13/15$10.7B13D: SCHEDULE 13D/A 2026-09-03; 8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05
NTES
NETEASE, INC.
Information Technology
BUY*A$117.21$73.77$147.540.79$181.73$115.1215%2.5%17%13/15$75.4B-25% off 52w high; next report ~2026-12-23reports in CNY, converted at 6.704 CNY/USD ADR: 1 ADS = 5 shares EPS from yahoo TTM to 2026-06-30
EVR
EVERCORE INC.
Financials
BUY*A$261.68$144.16$288.320.91$567.01$391.8713%1.3%31%14/15$10.9B-33% off 52w high; next report ~2026-11-04
IPAR
INTERPARFUMS, INC.
Consumer Staples
BUY*A$113.95$78.45$156.900.73$121.19$76.7715%2.8%21%12/15$3.6B8-K: 2026-09-22: 8.01 Other event; next report ~2026-11-03
AX
Axos Financial, Inc.
Financials
ON DECKA$88.93$49.69$99.390.89$81.12$51.3915%–14%13/14$5.0B8-K: 2026-09-21: 2.01 Acquisition/disposition; next report ~2026-10-29financial (bank/insurer/broker): OCF-based tests less meaningful
NMIH
NMI Holdings, Inc.
Financials
BUY*A$38.83$24.50$49.010.79$90.52$57.3415%–15%12/15$3.0Bnext report ~2026-10-30financial (bank/insurer/broker): OCF-based tests less meaningful
MSFT
MICROSOFT CORPORATION
Information Technology
ON DECKA$517.53$269.25$538.500.96$141.88$89.8815%0.7%29%15/15$3.86T8-K: 2026-09-02: 7.01 Reg FD disclosure; next report ~2026-10-07
USLM
UNITED STATES LIME & MINERALS INC
Materials
ABOVE STICKERA$111.01$46.10$92.191.20$50.37$31.9115%0.2%17%15/15$3.2B-22% off 52w high; insider buying (1 Form 4s, $2.20M); next report ~2026-10-29
ULTA
ULTA BEAUTY, INC.
Consumer Discretionary
ON DECKA$543.69$300.35$600.700.91$391.53$264.1614%–56%13/15$23.7B-24% off 52w high; 8-K: 2026-08-27: 2.02 Earnings release; next report ~2026-11-26
NVDA
NVIDIA CORP
Information Technology
ON DECKA$233.95$118.65$237.300.99$82.38$52.1815%0.2%49%15/15$5.69T8-K: 2026-09-03: 8.01 Other event; next report ~2026-11-25
KTB
KONTOOR BRANDS, INC.
Consumer Discretionary
BUY*A$64.71$35.66$71.330.91$119.62$75.7815%3.3%23%9/11$3.6B-27% off 52w high; 8-K: 2026-09-24: 5.02 Director/officer change; next report ~2026-11-11
NSSC
NAPCO SECURITY TECHNOLOGIES, INC
Information Technology
ABOVE STICKERA$36.17$18.00$36.001.00$26.05$16.5015%1.7%21%13/15$1.3B-30% off 52w high; 8-K: 2026-08-24: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-02
DOCS
Doximity, Inc.
Information Technology
ABOVE STICKERA$27.93$12.60$25.201.11$25.29$16.0215%–15%9/11$5.3B-62% off 52w high; 8-K: 2026-08-06: 2.02 Earnings release; next report ~2026-11-05
SSD
Simpson Manufacturing Co., Inc.
Industrials
ON DECKA$173.56$90.45$180.900.96$169.84$113.6214%0.7%18%13/15$7.2Bnext report ~2026-11-05
META
Meta Platforms, Inc.
Information Technology
ON DECKA$728.08$365.87$731.730.99$252.18$159.7515%0.3%24%14/15$1.87Tnext report ~2026-10-29
COCO
The Vita Coco Company, Inc.
Consumer Staples
ABOVE STICKERA$55.97$27.15$54.301.03$32.53$20.6115%–16%9/11$3.4B-35% off 52w high; next report ~2026-10-22
CRUS
CIRRUS LOGIC, INC.
Information Technology
BUY*A$121.17$59.83$119.651.01$149.50$109.2812%–16%12/15$6.3B-33% off 52w high; 8-K: 2026-08-05: 2.02 Earnings release; 7.01 Reg FD disclosure; next report ~2026-11-04
ENSG
ENSIGN GROUP, INC
Health Care
ABOVE STICKERA$171.78$79.04$158.091.09$142.38$90.1915%0.1%15%13/14$10.2B-21% off 52w high; 8-K: 2026-08-20: 1.01 Material agreement; 2.03 New debt obligation; 7.01 Reg FD disclosure; next report ~2026-10-26
PCTY
PAYLOCITY HOLDING CORPORATION
Information Technology
ON DECKA$144.47$73.80$147.600.98$143.27$90.7615%–17%13/15$7.9B8-K: 2026-09-17: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-14
URBN
Urban Outfitters, Inc.
Consumer Discretionary
ON DECKA$80.80$40.69$81.380.99$51.22$33.6514%–14%13/15$7.1B8-K: 2026-08-27: 8.01 Other event; next report ~2026-12-09
CINF
CINCINNATI FINANCIAL CORPORATION
Financials
BUY*A$161.95$72.95$145.891.11$275.42$217.5310%2.3%12%12/15$25.3Binsider buying (1 Form 4s, $0.17M); 8-K: 2026-09-28: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-26financial (bank/insurer/broker): OCF-based tests less meaningful
MLI
MUELLER INDUSTRIES INC
Materials
ABOVE STICKERA$62.56$27.90$55.801.12$47.49$30.0815%1.0%29%14/15$13.9B8-K: 2026-08-10: 5.02 Director/officer change; 8.01 Other event; next report ~2026-10-21
FSS
FEDERAL SIGNAL CORPORATION
Consumer Discretionary
ABOVE STICKERA$116.34$48.64$97.281.20$83.14$55.1514%0.5%13%15/15$7.2Bnext report ~2026-10-29
MA
Mastercard Incorporated
Industrials
ABOVE STICKERA$552.26$261.56$523.131.06$293.29$188.0915%0.6%52%13/15$490.4Bnext report ~2026-10-29
UI
UBIQUITI INC.
Information Technology
ABOVE STICKERA$620.52$237.75$475.501.30$236.89$150.0715%0.5%77%14/15$37.6B-44% off 52w high; 8-K: 2026-08-21: 2.02 Earnings release; 8.01 Other event; next report ~2026-10-30
TPL
TEXAS PACIFIC LAND CORPORATION
Financials
ABOVE STICKERA$340.19$117.60$235.201.45$134.02$84.9015%0.7%41%10/11$23.5B-38% off 52w high; insider buying (12 Form 4s, $0.01M); 13D: SCHEDULE 13D/A 2026-05-07, SCHEDULE 13D/A 2026-04-13; 8-K: 2026-09-25: 5.02 Director/officer change; 5.08; next report ~2026-11-04
IBEX
IBEX LIMITED
Information Technology
ABOVE STICKERA$43.58$19.11$38.211.14$33.25$21.0715%–23%10/11$645M8-K: 2026-09-10: 1.01 Material agreement; 2.02 Earnings release; 2.03 New debt obligation; next report ~2026-11-19micro-cap
BMI
BADGER METER, INC.
Information Technology
ABOVE STICKERA$127.77$46.04$92.081.39$73.83$51.3813%1.3%17%12/14$3.7B-37% off 52w high; insider buying (1 Form 4s, $0.10M); next report ~2026-10-22
DHI
D.R. Horton, Inc.
Industrials
BUY*A$135.00$58.14$116.271.16$175.28$111.0315%1.3%23%12/15$38.9B-23% off 52w high; 8-K: 2026-09-15: 8.01 Other event; next report ~2026-10-22
IDXX
IDEXX LABORATORIES INC /DE
Health Care
ABOVE STICKERA$518.39$213.45$426.901.21$248.31$157.3015%–50%12/15$41.3B-33% off 52w high; next report ~2026-11-03
GRBK
Green Brick Partners, Inc.
Industrials
ABOVE STICKERA$66.66$28.85$57.701.16$40.69$25.7715%–19%12/15$2.9B8-K: 2026-08-27: 5.02 Director/officer change; next report ~2026-10-28
SKY
Champion Homes, Inc.
Materials
ABOVE STICKERA$88.10$39.43$78.871.12$76.12$48.2215%–19%12/15$4.9B8-K: 2026-08-26: 5.02 Director/officer change; 8.01 Other event; next report ~2026-11-04
UFPT
UFP Technologies, Inc.
Health Care
ABOVE STICKERA$300.70$113.61$227.221.32$123.02$77.9315%–13%15/15$2.3B8-K: 2026-08-24: 7.01 Reg FD disclosure; next report ~2026-11-05
GCT
GIGACLOUD TECHNOLOGY INC
Consumer Discretionary
BUY*A$53.75$20.38$40.761.32$67.88$43.0015%–26%11/11$2.0B8-K: 2026-08-10: 8.01 Other event; next report ~2026-11-05
LLY
ELI LILLY AND COMPANY
Health Care
ABOVE STICKERA$1,142.85$446.85$893.701.28$495.43$313.8515%0.6%24%14/15$1.02T8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-04
EME
EMCOR Group, Inc.
Industrials
ABOVE STICKERA$786.61$314.16$628.321.25$414.42$262.5315%0.2%26%13/15$35.1Bnext report ~2026-10-29
MELI
MercadoLibre, Inc.
Industrials
BUY*A$1,696.56$551.40$1,102.801.54$3,863.85$2,447.6615%–14%12/14$86.0B-30% off 52w high; insider buying (1 Form 4s, $0.20M); 13D: SCHEDULE 13D/A 2026-06-18; 8-K: 2026-09-14: 8.01 Other event; next report ~2026-11-05
ATLC
Atlanticus Holdings Corp
Financials
BUY*A$91.89$31.94$63.881.44$774.86$490.8515%–34%13/14$1.8B13D: SCHEDULE 13D/A 2026-07-06; 8-K: 2026-09-17: 8.01 Other event; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful
TJX
The TJX Companies, Inc.
Consumer Discretionary
ABOVE STICKERA$132.68$52.08$104.161.27$73.36$52.5612%1.4%41%12/15$148.3B-22% off 52w high; 8-K: 2026-09-17: 5.02 Director/officer change; next report ~2026-11-27
AVGO
Broadcom Inc.
Information Technology
ABOVE STICKERA$355.14$117.60$235.201.51$127.36$80.6815%0.7%17%11/11$1.73T-28% off 52w high; 8-K: 2026-09-02: 2.02 Earnings release; 8.01 Other event; next report ~2026-12-10
CVCO
CAVCO INDUSTRIES, INC.
Materials
ABOVE STICKERA$585.13$209.46$418.931.40$447.82$301.4514%–18%14/15$4.6Bnext report ~2026-10-30
ISRG
Intuitive Surgical, Inc.
Health Care
ABOVE STICKERA$391.95$130.80$261.601.50$141.90$89.8915%–13%14/15$140.5B-35% off 52w high; next report ~2026-10-20
ROST
Ross Stores, Inc.
Consumer Discretionary
ABOVE STICKERA$228.54$90.25$180.501.27$130.22$87.1014%0.8%25%12/15$73.2B8-K: 2026-09-17: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-12-01
CRVL
CORVEL CORPORATION
Financials
ABOVE STICKERA$75.47$26.24$52.481.44$32.82$22.3513%–30%13/14$3.8B8-K: 2026-08-05: 2.02 Earnings release; next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful
IBKR
INTERACTIVE BROKERS GROUP, INC.
Financials
BUY*A$88.30$27.75$55.501.59$536.75$354.2714%0.4%16%14/15$39.7Binsider buying (3 Form 4s, $0.01M); next report ~2026-11-05financial (bank/insurer/broker): OCF-based tests less meaningful
ESEA
EUROSEAS LTD.
Industrials
BUY*A$72.42$23.69$47.381.53$313.43$198.5515%4.2%24%12/15$503Minsider buying (2 Form 4s, $0.09M); next report ~2026-10-07PE<5: check one-off gainsEPS from yahoo TTM to 2026-06-30micro-cap
FN
FABRINET
Information Technology
ABOVE STICKERA$463.69$138.01$276.011.68$1.84$1.1615%–16%14/15$16.8B-38% off 52w high; 8-K: 2026-08-17: 1.01 Material agreement; 2.02 Earnings release; 2.03 New debt obligation; 5.02 Director/officer change; next report ~2026-10-27
QLYS
Qualys, Inc.
Information Technology
ABOVE STICKERA$193.00$62.66$125.321.54$127.92$88.8113%–31%14/15$6.8Bnext report ~2026-11-03
NXT
Nextpower Inc.
Information Technology
ABOVE STICKERA$84.30$24.57$49.141.72$55.83$35.3715%–33%8/9$13.1B-48% off 52w high; next report ~2026-11-02
UTHR
United Therapeutics Corporation
Health Care
ABOVE STICKERA$541.70$177.07$354.131.53$350.05$235.0514%–15%13/15$25.2B8-K: 2026-09-08: 1.01 Material agreement; 7.01 Reg FD disclosure; next report ~2026-11-04
WTS
WATTS WATER TECHNOLOGIES INC
Industrials
ABOVE STICKERA$363.07$120.62$241.231.51$148.93$104.3013%0.6%15%12/15$12.2B8-K: 2026-10-01: 5.02 Director/officer change; next report ~2026-11-05
IRMD
IRADIMED CORPORATION
Health Care
ABOVE STICKERA$85.40$26.85$53.701.59$30.81$19.5215%1.5%19%12/15$1.1B-21% off 52w high; next report ~2026-10-30
VITL
Vital Farms, Inc.
Consumer Staples
NO STICKERA$9.06–––––15%–10%10/11$390M-80% off 52w high; neg 8-K: 2026-08-06: Agreement terminated; next report ~2026-11-05micro-cap
IESC
IES Holdings, Inc.
Industrials
ABOVE STICKERA$339.34$92.59$185.191.83$89.30$56.5715%–25%15/15$13.7B8-K: 2026-08-11: 1.01 Material agreement; 3.02 Unregistered equity sale; 7.01 Reg FD disclosure; next report ~2026-10-30
URI
United Rentals, Inc.
Industrials
ABOVE STICKERA$1,081.04$337.89$675.771.60$287.78$182.3115%0.7%13%12/15$68.1B8-K: 2026-09-08: 7.01 Reg FD disclosure; next report ~2026-10-21
HWKN
HAWKINS, INC.
Industrials
ABOVE STICKERA$131.41$27.83$55.672.36$63.21$43.9713%0.6%14%14/15$2.7B-29% off 52w high; insider buying (2 Form 4s, $0.26M); 8-K: 2026-08-14: 5.02 Director/officer change; next report ~2026-10-28
HEI
HEICO CORPORATION
Industrials
ABOVE STICKERA$302.45$80.00$160.001.89$111.36$73.0114%0.1%12%15/15$42.7B8-K: 2026-08-25: 2.02 Earnings release; next report ~2026-11-26
MYRG
MYR GROUP INC.
Industrials
ABOVE STICKERA$304.77$73.57$147.142.07$158.05$123.0710%–13%13/14$4.8B-39% off 52w high; 8-K: 2026-09-10: 1.01 Material agreement; 2.03 New debt obligation; next report ~2026-10-28
STRL
STERLING INFRASTRUCTURE, INC.
Industrials
ABOVE STICKERA$533.42$98.80$197.602.70$244.58$154.9315%–17%13/15$16.6B-47% off 52w high; next report ~2026-11-03
KLAC
KLA Corporation
Information Technology
ABOVE STICKERA$206.89$44.81$89.632.31$45.06$28.5515%0.4%37%14/15$273.0B-33% off 52w high; 8-K: 2026-08-06: 8.01 Other event; next report ~2026-10-15
VCTR
Victory Capital Holdings, Inc.
Financials
BUY*A$113.23$31.52$63.041.80$139.90$88.6315%1.8%14%12/15$7.2B8-K: 2026-09-11: 8.01 Other event; next report ~2026-11-05
ANET
Arista Networks, Inc.
Information Technology
ABOVE STICKERA$207.35$6.27$12.5516.53$63.83$40.4415%–25%15/15$264.4Bnext report ~2026-11-04
CLBT
Cellebrite DI Ltd.
Information Technology
ABOVE STICKERA$11.07$1.57$3.143.53$10.13$6.4215%–26%9/11$2.8B-45% off 52w high; next report ~2026-11-10EPS from yahoo TTM to 2026-06-30
CDNS
CADENCE DESIGN SYSTEMS, INC.
Information Technology
ABOVE STICKERA$351.35$64.35$128.702.73$82.46$52.2415%–26%14/15$96.2Bnext report ~2026-10-28
LRCX
LAM RESEARCH CORPORATION
Industrials
ABOVE STICKERA$347.49$64.07$128.142.71$61.23$38.7915%0.3%38%13/15$438.2B-21% off 52w high; 8-K: 2026-08-27: 5.02 Director/officer change; next report ~2026-10-16
ESLT
ELBIT SYSTEMS LTD
Industrials
ABOVE STICKERA$696.23$105.95$211.893.29$156.36$117.8211%0.5%12%12/15$32.7B-31% off 52w high; next report ~2026-11-24EPS from yahoo TTM to 2026-06-30
MPWR
Monolithic Power Systems, Inc.
Information Technology
ABOVE STICKERA$1,439.73$245.85$491.702.93$187.68$118.8915%0.5%20%13/15$70.9B8-K: 2026-09-10: 8.01 Other event; next report ~2026-11-04
AMAT
APPLIED MATERIALS INC /DE
Information Technology
ABOVE STICKERA$540.04$117.45$234.912.30$111.09$70.3815%0.4%31%12/15$431.5B-27% off 52w high; 8-K: 2026-08-27: 5.02 Director/officer change; 7.01 Reg FD disclosure; next report ~2026-11-19
SCCO
SOUTHERN COPPER CORP/
Materials
ABOVE STICKERA$205.54$49.17$98.332.09$79.91$61.7911%1.9%23%12/15$169.7Bnext report ~2026-10-30